Using Route Planning/Booking Proposals—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running this particular functionality.

Customer

Windows:
Customer

  1. Open the Customer window.
  2. Enter the customer C.S.C. Oslo, with XX1001 as the customer ID.
  3. Enter the customer C.S.C Gothenburg, with XX1004 as the customer ID.

General exercise for Customer

Setting Up Site-to-Customer Supply Chain Parameters

Windows:
Supply Chain Matrix for Customer

  1. Enter ship via and external transport lead time for the transportation between your site and C.S.C. Oslo.
  2. Enter ship via and external transport lead time for the transportation between your site and C.S.C. Gothenburg.

General exercise for Setting Up Site to Customer Supply Chain Parameters for Trading

Stored Sales Part

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Open the Sales Part window.
  2. Enter Race Car as a sales part, with XX18–100 as the sales part number. Answer yes on the question regarding creating inventory part as purchased.
  3. Enter Street Car as a sales part, with XX18–300 as the sales part number. Answer yes on the question regarding creating inventory part as purchase.
  4. Click the Freight Information tab for each of the above sales parts, and enter the appropriate information for package type, weight of package material, proposed parcel quantity, net weight, and volume.
  5. Create the appropriate inventory locations.
  6. Add default locations on the corresponding inventory parts. Also enter an appropriate cost on each part.
  7. Receive a sufficient number of each part into stock.

General exercise for Stored Sales Part
General exercise for Entering Inventory Locations
General exercise for Receive Inventory Part

Main Exercises

Create a Route/Handle Picking by Route

Purpose: The purpose of this exercise is to show you how to create a route, connect it to a customer, use it to perform the order flow, and pick report the order. All this is done with a supply code Invent Order, i.e. the sales parts are stored and picked from inventory before delivery to the customer.

Windows:
Customer Order Route
Customer/Address/Order Address Info
Customer Order
Reserve Customer Order Lines
Create Pick List for Customer Orders
Print Pick List for Customer Orders
Report Picking of Customer Orders

  1. Open the Customer Order Route window.
  2. Enter a route.
  3. Add the order deadline (day and time), which days of the week the route is run, and the forwarding agent.
  4. Open the Customer window. Click the Address tab and then the Order Address Info tab.
  5. Connect the route ID to C.S.C Oslo.

Note: C.S.C. Oslo wants to buy five pcs. Street Cars and two pcs. Race Cars.

  1. Create a customer order with order lines, and then release it.
  2. Reserve the order by querying for the route ID.
  3. Create and print a pick list by querying for the route ID.
  4. Pick report without differences by querying for the route ID.

Create Booking Proposal

Purpose: The purpose of this exercise is to show you how to create a booking proposal and print it.

Windows:
Customer Order
Booking Proposal Report

Note: C.S.C. Oslo wants to buy five pcs. Street Cars and three pcs. Race Cars.

  1. Open the Customer Order window.
  2. Create a customer order with order lines. The wanted delivery date should be within two weeks.
  3. Release the order.
  4. Open the Booking Proposal Report window.
  5. Create a booking proposal by indicating the route ID, the order number, the forwarding agent, and a date interval that includes the above order.
  6. Review the report. What does it display?
  7. Close the report, and reorder it. Now, in in the Layout list of the Print Report window, click Portrait No Details. What is displayed differently this time?

Create a Route with a Load Sequence/Handle Picking and Delivery by Route

Purpose: The purpose of this exercise is to show you how to create a route, connect two customers and load sequence numbers on the route, run the order flow using the route, and analyze the route departure dates. All this is done with a supply code Invent Order, i.e. the sales parts are stored and picked from inventory before delivery to the customer.

Windows:
Customer Order Route
Customer/Address/Order Address Info
Load Planning
Customer Order
Customer Order Lines
Reserve Customer Order Lines
Create Pick List for Customer Order
Print Pick List for Customer Orders
Report Picking of Customer Orders
Deliver Customer Orders
Deliver Customer Order with Differences

  1. Open the Customer Order Route window.
  2. Enter a route. Add the order deadline (day and time), specify which days of the week the route is run, and select a forwarding agent.
  3. Open the Order Address Info window.
  4. Connect the route to C.S.C Oslo and C.S.C Gothenburg.
  5. Open the Load Planning window.
  6. Query for your route.
  7. Enter the load sequence number for each delivery address.

Note: C.S.C. Oslo wants to buy three pcs. Street Cars and four pcs. Race Cars, while C.S.C. Gothenburg wants to buy three pcs. Street Cars and five pcs. Race Cars.

  1. Create two customer orders with order lines based on the above information. The wanted delivery date for both of the orders should be set so that both orders could go with the same route.
  2. Release the orders.
  3. Open the Customer Order Lines window.
  4. Search for the orders by querying for the route ID.
  5. Analyze the information in the Planned Delivery Date column and the Planned Ship Date column.
  6. Reserve the order on the first route by querying for the route ID.
  7. Create and print a pick list by querying for the route ID.
  8. Pick report without differences by querying for the route ID.
  9. Deliver one order line without differences and the other with differences by querying for the route ID.